Method:Classic General Q&A

Re: Transaction grid in edit customer

Method_Jason — Thu, 07 Mar 2013 20:29:22 GMT

dottie:

Is there a way to have a subtotal in amount column for just the invoices without calculating in the payments?

The subtotal will only total what is currently on the grid. What you can do is create a new filter view that shows only invoices. This can be done in Step 3 of 9 in the Transactions grid wizard. Filter this view by the Txntype field to contain only invoices. If you view this filter on the grid the subtotal will only total the records on the grid, in this case the invoices.

dottie:

and an additional column with the amounts of the invoivces prior to taxes added?

I believe this can be done but may require some advanced customization that is beyond the scope of this forum. If you like I could put you in touch with a customization consultant. Also, here is a link to our Method Solution Providers.

Re: Transaction grid in edit customer

dottie — Thu, 07 Mar 2013 19:11:08 GMT

Yes you were right, I unchecked the subtotaling for the amount. Is there a way to have a subtotal in amount column for just the invoices without calculating in the payments? and an additional column with the amounts of the invoivces prior to taxes added?

Re: Transaction grid in edit customer

Method_Jason — Thu, 07 Mar 2013 17:00:45 GMT

Hi dottie,

This should not be the behaviour of the stock screens but if it is a customized screen it may be a simple fix. For example, it's possible that the subtotal at the bottom of the grid is totalling the Amount column rather than the Balance column. If you can post a screen shot of the grid (or email it to me) it may help me to understand what the problem is. Thanks.

- Jason

Transaction grid in edit customer

dottie — Thu, 07 Mar 2013 15:46:41 GMT

Why are the the received payments added to the invoices to the bottom line total and not credited?